Categories
Links

Linkfest: 30 January, 2020

Some stuff I am reading today morning:

Indigo shareholders vote against Gangwal (MC)

Budget may unveil 2 mega Universities (ET)

Govt may remove MDR charges on debit cards (FE)

Rail related stocks in focus (BS)

Bajaj Finance wins hearts of investors (Mint)

Another Budget (Bala)

The over arching problem with the money management industry (Charlie Munger)

Wealth is what you don’t spend (Morgan Housel)

Criminals still love Bitcoin (NYTimes)

The ultimate guide to moving averages (Scott Redler)

Categories
Excerpts

The Poster Child for Return Free Risk

Source: Seth Klarman’s Letter to Investors

Categories
SME

Chandra Bhagat Pharma : No Return, Only Loan

Source: DRHP Filings of Chandra Bhagat Pharma Ltd

Amusing to see that a co going public has not filed its Income Tax Returns

Strange Coincidence that the issue size is the same as the size of their unsecured loans.

Categories
Links

Linkfest: 29 January, 2020

Some stuff I am reading today morning:

Wuhan virus spreads (SCMP)

Income Tax rules on LTCG likely to change (Mint)

How KKR India reached a debt end (OB)

How Nifty will change in the coming decade (Marcellus)

InvIT roadmap for NHAI (Mint)

Reliance wants to use plastics for road construction (Reuters)

Inside Tata Motors’ EV push (Forbes)

Stock Analysis: Fineotex Chemical Ltd (Dr Vijay Malik)

What long term investors can learn from traders (TRB)

Different kinds of easy (Morgan Housel)

Categories
Exchange Filings

Sankhya Infotech: Too Much Information

Source: Exchange Filings of Sankhya Infotech Ltd